Team Manager, Executive Relationship Management
Core
Manage a team responsible for service, sales, and relationship management for stock plan participants.
Role type
Team Manager, Executive Relationship Management
Builds
Service and sales solutions for stock plan participants
Domain
Securities industry, Equity Compensation, Trading, Mutual Funds/ETFs, Bonds
Deliverable
client delivery
Required skills
Team leadership, performance metrics management, recruitment and talent development, sales strategy, securities industry knowledge, complex B2B problem resolution, coaching
Preferred skills
Business plan execution, team culture building, supervisory experience
Technologies
Online services, PC systems
Responsibilities
Hold team accountable for service and sales targets, delegate responsibilities for career growth, oversee performance metrics, coordinate team meetings and compliance training, recruit and retain key talent, drive business growth and sales, ensure participant retention through support, resolve complex B2B challenges, coach team members
Seniority
Manager, hands-on leadership